Last Update: 31 Aug 2021
In the last 10 years, the iShares MSCI Taiwan ETF (EWT) ETF obtained a 11.81% compound annual return, with a 16.83% standard deviation.
In the last 20 years, a 9.08% compound annual return, with a 23.18% standard deviation.
In 2020, the portfolio granted a 2.37% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI Taiwan ETF (EWT): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: Developed Asia Pacific
- Country: Taiwan
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares MSCI Taiwan ETF (EWT): Dividend Yield page.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.15%
|
0.00%
|
1 - 0 | |
|
3M
|
+4.17%
|
-0.56%
Jul 2021 - Jul 2021
|
2 - 1 | |
|
6M
|
+11.14%
|
-3.38%
May 2021 - May 2021
|
4 - 2 | |
|
YTD
|
+22.38%
|
-3.38%
May 2021 - May 2021
|
6 - 2 | |
|
1Y
|
+50.61%
|
13.06%
|
-3.38%
May 2021 - May 2021
|
10 - 2 |
|
3Y
|
+22.65%
annualized
|
19.60%
|
-19.84%
Jan 2020 - Mar 2020
|
24 - 12 |
|
5Y
|
+19.65%
annualized
|
17.05%
|
-19.84%
Jan 2020 - Mar 2020
|
41 - 19 |
|
10Y
|
+11.81%
annualized
|
16.83%
|
-22.69%
May 2015 - Jan 2016
|
73 - 47 |
|
MAX
01 Jan 2001
|
+7.86%
annualized
|
23.88%
|
-58.23%
Nov 2007 - Jan 2009
|
139 - 109 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares MSCI Taiwan ETF (EWT) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+10.35% |
+85.31% Apr 2020 - Mar 2021 |
-52.06% Mar 2008 - Feb 2009 |
29.96% |
| 2 Years |
+7.91% |
+53.94% Feb 2009 - Jan 2011 |
-26.97% Feb 2007 - Jan 2009 |
24.00% |
| 3 Years |
+7.16% |
+29.18% Mar 2009 - Feb 2012 |
-16.87% Feb 2006 - Jan 2009 |
14.08% |
| 5 Years |
+6.83% |
+22.90% May 2016 - Apr 2021 |
-8.98% Mar 2004 - Feb 2009 |
9.52% |
| 7 Years |
+6.11% |
+14.81% May 2014 - Apr 2021 |
-5.05% Feb 2002 - Jan 2009 |
3.03% |
| 10 Years |
+6.20% |
+12.10% Feb 2009 - Jan 2019 |
+2.07% Feb 2006 - Jan 2016 |
0.00% |
| 15 Years |
+6.41% |
+9.60% Sep 2006 - Aug 2021 |
+1.72% Feb 2001 - Jan 2016 |
0.00% |
| 20 Years |
+7.66% |
+9.08% Sep 2001 - Aug 2021 |
+6.13% Feb 2001 - Jan 2021 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the iShares MSCI Taiwan ETF (EWT) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the iShares MSCI Taiwan ETF (EWT) ETF, the average monthly return is represented.
Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).
Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
1.85 52% |
0.34 52% |
1.54 67% |
2.22 57% |
-0.53 48% |
0.10 52% |
0.44 52% |
-0.14 48% |
-1.29 50% |
1.39 70% |
1.19 60% |
3.37 65% |
| Best Year |
23.7 2001 |
12.7 2008 |
18.3 2009 |
26.6 2009 |
12.4 2003 |
9.6 2007 |
14.3 2003 |
8.9 2003 |
13.7 2009 |
10.3 2001 |
13.3 2001 |
21.5 2001 |
| Worst Year |
-10.3 2009 |
-9.7 2003 |
-11.9 2020 |
-8.3 2004 |
-10.6 2010 |
-12.9 2008 |
-16.5 2001 |
-9.4 2011 |
-20.0 2001 |
-18.4 2008 |
-12.3 2007 |
-6.2 2002 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in iShares MSCI Taiwan ETF (EWT) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+22.38% | 4.3 | 5.6 | 2.6 | 7.6 | -3.4 | 2.6 | -0.6 | 2.2 | ||||
| 2020 |
+31.50% | -7.7 | -1.4 | -11.9 | 12.3 | 0.4 | 8.2 | 10.9 | -1.5 | 2.2 | 0.6 | 9.5 | 9.4 |
| 2019 |
+33.33% | 5.3 | -0.3 | 4.2 | 3.6 | -7.7 | 5.7 | 0.9 | -1.1 | 4.2 | 6.8 | 1.6 | 6.9 |
| 2018 |
-9.92% | 6.7 | -5.2 | 4.6 | -5.3 | 0.9 | -1.7 | 5.0 | 0.3 | -0.6 | -12.1 | 0.5 | -2.1 |
| 2017 |
+26.85% | 7.3 | 2.8 | 2.6 | 1.6 | 1.8 | 4.0 | 2.4 | 2.4 | -3.7 | 5.5 | -2.6 | 0.4 |
| 2016 |
+17.72% | -3.5 | 4.1 | 7.9 | -5.8 | 2.1 | 5.3 | 7.0 | 0.0 | 4.5 | 0.4 | -2.5 | -2.2 |
| 2015 |
-12.87% | 0.8 | 5.1 | -1.6 | 4.5 | -0.6 | -3.4 | -6.8 | -9.2 | -1.5 | 5.6 | -2.7 | -2.7 |
| 2014 |
+6.86% | -5.9 | 3.6 | 2.4 | 1.7 | 3.2 | 4.6 | -0.3 | 4.8 | -7.5 | 3.0 | 0.6 | -2.5 |
| 2013 |
+7.85% | -1.6 | 0.9 | -1.3 | 5.0 | -2.6 | -2.5 | 2.5 | -1.1 | 3.3 | 4.3 | -1.0 | 2.2 |
| 2012 |
+18.65% | 8.9 | 6.8 | -1.4 | -4.6 | -5.8 | 1.3 | -0.5 | 4.0 | 5.7 | -5.8 | 7.5 | 2.5 |
| 2011 |
-21.87% | -0.3 | -5.3 | 0.8 | 7.7 | -1.5 | -3.7 | -0.1 | -9.4 | -14.1 | 9.7 | -4.6 | -1.2 |
| 2010 |
+22.76% | -6.9 | -2.5 | 6.6 | 1.3 | -10.6 | -1.4 | 10.8 | -2.2 | 11.6 | 2.6 | 1.4 | 13.0 |
| 2009 |
+73.75% | -10.3 | 0.2 | 18.3 | 26.6 | 10.3 | -10.5 | 12.3 | -4.3 | 13.7 | -5.8 | 5.3 | 7.8 |
| 2008 |
-45.23% | -8.9 | 12.7 | 2.7 | 4.5 | -2.0 | -12.9 | -7.0 | -0.8 | -17.1 | -18.4 | -11.7 | 5.8 |
| 2007 |
+6.34% | -2.0 | -2.0 | 0.1 | -0.9 | 5.7 | 9.6 | 1.6 | -1.9 | 5.4 | 8.0 | -12.3 | -3.1 |
| 2006 |
+18.74% | 8.0 | -6.2 | 0.7 | 8.7 | -7.0 | -0.4 | -4.3 | 1.9 | 2.4 | 3.4 | 9.7 | 2.1 |
| 2005 |
+4.62% | -2.3 | 5.6 | -6.9 | -1.8 | 4.2 | 2.1 | 1.2 | -4.1 | -0.3 | -5.6 | 7.3 | 6.3 |
| 2004 |
+8.04% | 8.7 | 3.4 | -3.6 | -8.3 | 0.6 | -3.7 | -9.4 | 8.6 | 0.6 | -0.1 | 5.3 | 7.8 |
| 2003 |
+38.18% | 9.3 | -9.7 | -3.2 | -3.0 | 12.4 | 5.2 | 14.3 | 8.9 | -1.3 | 6.0 | -4.9 | 1.6 |
| 2002 |
-24.40% | 5.3 | -2.9 | 8.6 | -2.4 | -4.1 | -7.4 | -14.0 | -1.4 | -13.1 | 9.3 | 4.0 | -6.2 |
| 2001 |
+2.06% | 23.7 | -8.2 | 0.3 | -6.4 | -7.6 | 1.4 | -16.5 | 0.8 | -20.0 | 10.3 | 13.3 | 21.5 |